Harvey Norman Holdings Ltd (ASX: HVN), Life360 Inc (ASX: 360), and Super Retail Group Ltd (ASX: SUL) are three ASX 200 shares that have dropped to a 52-week low recently.

Here's a rundown of what has pushed their share prices lower, and what we can expect next.

The ASX 200 shares to buy

Harvey Norman shares hit a fresh 52-week low of $4.66 on Tuesday lunchtime. The share price also dropped over 12% in February alone and has continued to tumble another 13% through March. The trend has continued through the first two weeks of April, too.

It looks like investors quickly took their profits off the table in late February after Harvey Norman shares enjoyed a strong rally through late 2025.

But the retail giant has faced strong headwinds over the past year on the back of renewed concerns about rising inflation and how that will impact consumer spending. Tighter household budgets mean Australians are spending less on discretionary items this year.

Market Index data shows that brokers now think the shares are below fair value. They rate the ASX 200 stock as a buy with an average target price of $6.29. That implies a potential 35.2% upside at the time of writing.

Another beaten-down ASX 200 stock that brokers are even more positive about is Life360. The US-based software development company's shares fell to a 52-week low of $17.91 at the close of the ASX on Monday afternoon. 

The shares have rebounded today, climbing 4.4% to $18.70 at the time of writing, but they're still 42.4% lower year to date and over 66% lower since the stock peaked at an all-time high of $55.87 in October last year. 

The ASX 200 stock has suffered a volatile few months after it was caught up in the tech-sector-wide sell-off. This was driven by a growing fear that companies' core services could be replaced by AI. At the same time, there was concern that tech sector share prices, including Life360, had become overinflated.

But brokers are very bullish that the share price could start soaring higher. They have a strong buy consensus rating with the potential to climb 91.5% to $35.78, at the time of writing.

And one to hold

Just because an ASX 200 stock has fallen to a 52-week low, it doesn't necessarily mean it's below fair value.

For example, Super Retail Group shares closed at a one-year low of $12.50 when the bell sounded on the ASX on Monday afternoon. While the shares have climbed 1.5% at the time of writing today, to $12.69, they're still down nearly 20% for the year to date.

The share price has tumbled since August last year, off the back of declining revenue figures, tighter margins, and rising operating costs. Higher inflation is also dampening consumer spending, which affects the company's margins.

While the shares have tumbled, brokers are hesitant about what to expect next. Market Index indicates brokers have a hold rating on the ASX 200 stock with a $16.44 target price. However, that still implies a 30% upside at the time of writing.

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For me, the focus isn't just on yield. It's about building a mix of businesses and investments that can generate income today, while also giving that income the chance to grow over time.

Here's how I'd approach it.

Macquarie Group Ltd (ASX: MQG)

I think Macquarie Group could play an important role in an income portfolio.

Macquarie has a strong track record of growing earnings and dividends over time, supported by its global operations across asset management, banking, and infrastructure.

Its dividend yield may not be the highest on the ASX, but it has shown an ability to increase its payout over the long term.

For me, this is about planting the seeds for future income growth.

Super Retail Group Ltd (ASX: SUL)

Super Retail brings a different type of exposure. It operates well-known brands across automotive, sports, and outdoor retail, and has a history of paying solid dividends when conditions are supportive.

Retail can be cyclical, which is something to be aware of.

But with strong brands (BCF, Macpac, Rebel, and Supercheap Auto) and a loyal customer base, Super Retail has demonstrated that it can generate meaningful cash flow across the cycle.

I think that could make it an interesting ASX dividend share for an income portfolio.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

The Vanguard Australian Shares High Yield ETF is one of the simplest ways to access dividend income.

It provides exposure to a diversified portfolio of high-yielding Australian shares, including banks, miners, and other income-focused businesses.

What I like is that it spreads your risk. Instead of relying on a handful of stocks, you're getting income from a broad basket of companies.

That can help smooth out returns over time.

Flight Centre Travel Group Ltd (ASX: FLT)

I think Flight Centre has a place in an income portfolio.

As a travel business, its earnings can be more volatile. However, when conditions are strong, it has the potential to generate significant profits and return capital to shareholders.

And with its shares down meaningfully from their highs, the potential dividend yield on offer now is much more attractive than it was a year ago.

For example, according to CommSec, the consensus estimate is for fully franked dividends so 49.3 cents per share in FY26 and then 57 cents per share in FY27. This represents dividend yields of 4.3% and 4.95%.

Magellan Infrastructure Fund (ASX: MICH)

Lastly, the Magellan Infrastructure Fund helps round things out. It provides exposure to global infrastructure assets, which typically generate stable and predictable cash flows.

That can translate into more consistent income for investors.

It also adds diversification, which I think is important when building any portfolio.

Foolish takeaway

Investing $10,000 in ASX dividend shares isn't about chasing the highest yield.

For me, it's about combining quality, diversification, and growth potential.

Macquarie adds long-term dividend growth, Super Retail offers retail-driven income, the VHY ETF provides broad exposure, Flight Centre is a recovery play, and Magellan Infrastructure adds diversification.

Together, they show how a mix of different income sources can help build a stronger portfolio over time.

The post How to invest $10,000 in ASX dividend shares in 2026 appeared first on The Motley Fool Australia.

Aussie Broadband Ltd (ASX: ABB)

Aussie Broadband shares jumped 20% higher in early February after the company announced it had signed an agreement to acquire AGL Energy Ltd (ASX: AGL)'s Telco business. As part of the arrangement, the two companies have also agreed to an exclusive long-term partnership. Aussie Broadband already benefits from a sticky customer base, and now it has the opportunity to grow even more. Analysts tip an upside as high as 47% to $7.14 a piece, at the time of writing.

Web Travel Group Ltd (ASX: WEB)

The ASX travel company's shares have crashed 43% for the year to date after news of an audit of its Spanish subsidiary spooked worried investors. The audit will review direct taxes paid (and owed) between April 2021 and March 2024, as well as indirect taxes for the period between January 2022 and December 2025. But Web Travel Group said it does not expect any material earnings impact from the Spanish tax review, and its FY26 earnings guidance is unchanged at 22% to 29% higher than in FY25. It looks like the investor sell-off was overdone. Analysts are tipping an upside as high as 170% to $7.40 at the time of writing.

Goodman Group (ASX: GMG)

Goodman Group shares have also tumbled 18% so far in 2026, amid concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty. There is broad weakness across the property sector, and the dent in confidence has flowed through to the latest earnings results. But I don't think the downturn is here to stay. Analysts tip an upside as high as 60% to $40 over the next 12 months, at the time of writing.

AUB Group Ltd (ASX: AUB)

Again, AUB shares are down 22% for the year so far after investors exited their positions following news that the company completed a $400 million institutional placement to help fund its acquisition of UK insurer Prestige and support growth. The placement was priced below the share price at the time. The move signalled expectations that the share price would decline. It looks like the ASX shares have now hit rock bottom. Analysts tip an upside as high as 63% to $38.90 for the next 12 months, at the time of writing.

Super Retail Group Ltd (ASX: SUL)

Super Retail Group shares have also been through the wringer in 2026. The share price shot to an all-time high after a record sales result in late February, but has slumped 20% since then amid market-wide volatility. As a retail company, Super Retail Group is heavily reliant on discretionary spending, but this is the first thing to retract when concerns about interest rates, cost of living, or economic volatility surface. Despite investor sentiment, the business remains strong and steady, so over the long term, we can expect the cyclical downturn to rebound. Analysts tip an upside of up to 50% to $19 at the time of writing for the ASX company's shares.

The post 5 ASX shares I'd buy with $5,000 today appeared first on The Motley Fool Australia.

But for long-term investors, pullbacks can also create opportunities to lock in attractive dividend yields.

These ASX dividend shares offer a combination of income potential and established businesses.

Sonic Healthcare

This ASX dividend share is one of the world's largest medical diagnostics providers, operating laboratories and pathology services across Australia, Europe, and North America. The company's scale and global footprint are major strengths.  

Another positive is the long-term demand outlook. Healthcare testing and diagnostics are essential services, and aging populations across developed markets should support steady demand for Sonic's services over time.

However, there are risks investors should keep in mind. Healthcare shares are exposed to government funding changes and regulatory shifts, which can affect margins. Rising wages in the healthcare sector are also a challenge for pathology operators.

Macquarie has recently assigned the ASX dividend share an outperform rating with a $27.50 price target. This points to a 25% upside over 12 months.

For income investors, the broker expects the company to pay partially franked dividends of 104 cents per share in FY2026 and 100 cents per share in FY2027.

At the current share price of $21.97, this equates to dividend yields of approximately 4.7% for FY2026 and 4.55% for FY2027.

Super Retail Group

The ASX dividend share is the retailer behind well-known brands including Supercheap Auto, Rebel, BCF, and Macpac.

A key strength of the business is its brand diversification. By operating across multiple retail categories, Super Retail reduces reliance on any single segment of consumer spending. The group also generates strong operating cash flow, which supports dividends and store expansion.

The main risk for the ASX dividend share is its exposure to consumer spending cycles. If economic conditions weaken or household budgets tighten, sales across discretionary retail categories can fall. Retail competition and promotional activity can also weigh on margins.

Even so, this ASX dividend share is known for generous shareholder returns. The company currently pays about 96 cents per share annually in dividends, offering a yield of roughly 6.5%, with payments typically made twice a year.

Most analysts rate the dividend stock a buy. They have set the average 12-month price target at $16.66, implying a 13% upside. This could bring the year's total earnings to 19.5%.

Harvey Norman Holdings

Harvey Norman is one of Australia's most recognisable retailers, selling electronics, furniture, bedding, and appliances through a large franchise network. One of the company's biggest strengths is its property portfolio, as many stores sit on land owned by the group.

This property ownership helps underpin the balance sheet and can provide an additional source of value beyond the retail operations. Harvey Norman also generates strong cash flow from its franchise model, which supports shareholder distributions.

However, the ASX dividend share is still exposed to the consumer cycle. Sales of big-ticket household goods can slow when interest rates are high or when housing markets weaken. Competition from online retailers is another ongoing challenge.

Macquarie remains positive on the ASX dividend share. It believes the company is positioned to pay fully-franked dividends per share of 27.8 cents in FY 2026 and 31.2 cents in FY 2027. Based on its current share price of $5.46, this represents dividend yields of 5.1% and 5.7%, respectively.

The broker has a buy rating and $6.60 price target on the retail stock. This points to a 23% upside at current price levels.

The post 3 ASX dividend shares to buy today with $5,000 appeared first on The Motley Fool Australia.

Harvey Norman Holdings Ltd (ASX: HVN) and Super Retail Group Ltd (ASX: SUL) operate well-known retail brands across Australia and overseas. Both ASX dividend stocks have also built reputations for returning consistent cash to shareholders.

Harvey Norman: Retail and freehold property

Harvey Norman is one of Australia's most recognisable retail businesses. It sells electronics, furniture, bedding, and appliances through a network of franchised stores.

But this ASX dividend stock is not just a retailer. A key strength of the business is its significant property portfolio. Many of its stores are located on freehold land owned by the group.

This real estate portfolio has become an important source of value and income for the company. In recent years, it has also helped underpin profitability, alongside the core retail operations. In the first half-year results for 2026, Harvey Norman reported a 15% increase in net profit after tax to about $322 million as sales rose 7% to $5.16 billion.

Another attraction for income investors is the dividend track record of the ASX dividend stock. The payout ratio is around 58%, suggesting the dividend is reasonably supported by earnings.

Macquarie remains positive on the retailer. It believes the company is positioned to pay fully-franked dividends per share of 27.8 cents in FY 2026 and 31.2 cents in FY 2027. Based on its current share price of $5.46, this represents dividend yields of 5.1% and 5.7%, respectively.

The broker has a buy rating and $6.60 price target on the ASX dividend stock. This points to a 21% upside at current price levels.

Super Retail Group: Diverse retail brands

Super Retail Group is another well-known Australian retailer, operating brands such as Supercheap Auto, Rebel, BCF, and Macpac. These brands focus on automotive, sports, and outdoor recreation products, giving the company exposure to several popular consumer categories.

One of the company's biggest strengths is its diversified portfolio of retail brands. This helps spread risk across different consumer segments and has supported steady revenue growth.

The ASX dividend stock posted solid revenue growth, supported by resilient demand across auto and leisure categories and continued online traction. The group generates strong operating cash flow, which reached more than $400 million in the past year.

Super Retail Group is also known for its generous dividend policy. The company aims to pay out around 60% of the underlying net profit. The retailer pays shareholders twice a year and has built a reputation for consistent, largely fully-franked payouts.

In stronger years, the ASX dividend stock has also delivered special dividends. The current yield is attractive at 4.2% compared to the market.

Most analysts rate the ASX dividend stock a buy. They have set the average 12-month price target at $16.66, implying an 8% upside. This could bring total earnings for the year to 12%.

The post 2 ASX dividend stocks to buy and hold for 10 years appeared first on The Motley Fool Australia.

With the right mix of companies, even a relatively small investment can begin producing regular cash payments while also offering the potential for long-term capital growth.

For example, if you had $5,000 ready to invest today, spreading it across a few high-quality dividend payers could be a simple way to start building an income-focused portfolio.

With that in mind, here are three ASX dividend shares that could be worth considering.

HomeCo Daily Needs REIT (ASX: HDN)

The first ASX dividend share to consider is HomeCo Daily Needs REIT.

It owns a portfolio of convenience-based retail properties across Australia. These centres are typically anchored by essential services such as supermarkets, medical facilities, childcare centres, and other everyday retailers.

Because these tenants provide services people rely on regularly, the portfolio tends to benefit from relatively stable demand even during economic downturns.

This stability has allowed the REIT to deliver attractive and reliable income for investors. Based on recent guidance, HomeCo Daily Needs REIT currently offers a dividend yield of 6.9%.

For income-focused investors, this makes it one of the more generous dividend payers on the ASX.

Rural Funds Group (ASX: RFF)

Another ASX dividend share that could be worth a look is Rural Funds Group.

It is an agricultural real estate investment trust that owns farmland and agricultural infrastructure. Its assets include almond orchards, cattle properties, vineyards, and macadamia farms across Australia.

Instead of operating these farms directly, Rural Funds leases the assets to experienced agricultural operators on long-term contracts.

This structure provides investors with exposure to the agriculture sector while also generating relatively predictable rental income.

Rural Funds has a long history of paying steady distributions to investors and is currently guiding to an annual distribution of around 11.7 cents per unit, which equates to a dividend yield of roughly 5.5% at recent prices.

Super Retail Group Ltd (ASX: SUL)

A third ASX dividend share to consider is Super Retail Group.

Super Retail operates several well-known Australian retail brands including Supercheap Auto, Rebel, BCF, and Macpac.

These businesses give the company exposure to automotive, sports, outdoor recreation, and lifestyle retailing, which have proven to be resilient categories over time.

Super Retail has also built a strong reputation for generating solid cash flow and returning a meaningful portion of its profits to shareholders through dividends.

While retail earnings can fluctuate with consumer spending cycles, the company's strong brand portfolio and loyal customer base have supported attractive dividend payments in recent years.

At present, its shares are expected to offer a 4.3% dividend yield in FY 2026.

The post 3 ASX dividend shares to buy with $5,000 appeared first on The Motley Fool Australia.

For you to be entitled to a stock's next dividend, you must own it before its ex-dividend date.

Here are some of the ASX shares going ex-dividend next week.

ASX shares with ex-dividend dates next week

The post 32 ASX shares about to go ex-dividend appeared first on The Motley Fool Australia.

The ASX retailer reported record half-year sales of $2.2 billion, but profits are feeling the squeeze.

Over the past year, Super Retail Group shares have climbed 6%. They're still lagging the S&P/ASX 200 Index (ASX: XJO), which has gained 11% over the same period.

Cautious consumer backdrop

The retailer delivered record first half-year 2026 sales of roughly $2.2 billion. This was a 4.2% increase on the prior year, with like-for-like growth in positive territory.

Across Supercheap Auto, Rebel, BCF, and Macpac, customers kept spending despite a cautious consumer backdrop. Online sales and club member engagement continued to rise. Membership climbed by 8% to 13 million members, and this reinforced the strength of its omni-channel model and sticky loyalty ecosystem.

Super Retail Group Managing Director and CEO Paul Bradshaw was pleased with the results:

Super Retail Group delivered first half sales growth of four per cent—a solid outcome considering the competitive retail environment and challenging conditions, notably for rebel and BCF, during the period. We were pleased with the continued momentum from Supercheap Auto, delivering steady growth, market share gains in its core auto category, and benefiting in market from the new Spend & Get loyalty program… I would like to acknowledge the dedication and contribution of our 16,000 team members, whose efforts have been central to delivering this result.

Net profit squeezed

But this wasn't a clean beat-and-raise result. Net profit after tax slipped 6.8% to $121.9 million as operating costs climbed. Investment in a new distribution centre, systems upgrades, and higher wage and rent expenses chewed into margins.

Promotional intensity across the retail sector also kept gross margin expansion in check. Revenue momentum was strong. Earnings leverage, less so.

Super Retail Group reshaped its footprint, opening 16 new stores and closing 10 as it fine-tunes the network. At the same time, it continues to invest in omni-channel capabilities and is rolling out a new national distribution centre in Truganina. That's a move that should unlock meaningful efficiency gains.

The balance sheet remains a clear strength, with no drawn bank debt and $108 million in cash, providing management with ample flexibility.

Investors focus on positives

The market, however, chose optimism. Investors appeared to focus on the top-line growth, resilient cash generation, and a healthy balance sheet. A solid, fully-franked dividend helped seal the deal. The message from traders was clear: this is a business investing through the cycle, not retrenching.

That context matters. Over the past few years, Super Retail has navigated pandemic distortions, supply chain disruption, surging freight costs, and now a cost-of-living squeeze that has pressured discretionary spending.

Margins have ebbed and flowed. Promotional competition has intensified. Yet the group has consistently grown sales and expanded its store footprint.

What next for Super Retail Group shares?

The ASX retail business isn't standing still.

Super Retail Group plans to open 12 new stores in the second half of FY26 while pushing ahead with major projects, including a new distribution centre and upgraded HR and payroll systems.

Trading has also started strongly. Over the first eight weeks of the half, like-for-like sales lifted 3.5% and total sales jumped 5% — a solid sign that demand remains resilient.

Management has locked in $155 million in FY26 capex to target store network expansion and digital investment. With a strong balance sheet behind it, the company believes it has the firepower to invest in growth while handling tough competitive conditions.

The post Super Retail Group shares blast 9% higher on record sales appeared first on The Motley Fool Australia.

What did Super Retail Group report?

• Group sales up 4.2% to $2.2 billion
• Group like-for-like sales rose 2.5%
• Normalised NPAT down 6.8% to $121.9 million; statutory NPAT of $104.1 million
• Segment EBITDA up 2.2% to $402 million
• Fully franked interim dividend of 32 cents per share
• Online sales up 9% to $312 million

What else do investors need to know?

Super Retail Group's brands delivered varied performances, with Macpac outpacing the group at 13.1% sales growth, while BCF saw modest gains amid challenging weather conditions in some regions. Active club membership grew 8% to 13 million, now accounting for a bigger share of sales, pointing to growing customer engagement.

Store network changes saw 16 new openings and 10 closures, with ongoing investment in omni-channel capabilities and a new national distribution centre in Truganina, Victoria, expected to drive future efficiencies. The balance sheet remains solid with no drawn bank debt and $108 million cash.

What did Super Retail Group management say?

Group Managing Director and CEO Paul Bradshaw said:

Super Retail Group delivered first half sales growth of four per cent—a solid outcome considering the competitive retail environment and challenging conditions, notably for rebel and BCF, during the period. We were pleased with the continued momentum from Supercheap Auto, delivering steady growth, market share gains in its core auto category, and benefiting in market from the new Spend & Get loyalty program… I would like to acknowledge the dedication and contribution of our 16,000 team members, whose efforts have been central to delivering this result.

What's next for Super Retail Group?

The company is planning 12 new store openings in the second half of FY26 and is progressing major projects such as the new distribution centre and HR/payroll systems. Early trading in the second half has seen positive sales momentum, with like-for-like sales up 3.5% and total sales rising 5% over the first eight weeks, suggesting ongoing resilience.

Super Retail Group targets capex of $155 million in FY26, focused on network expansion and digital investment. Management remains confident its strong balance sheet positions it well for both investment opportunities and navigating competitive market dynamics.

Super Retail Group share price snapshot

Over the past year, the Super Retail Group shares have risen 6%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 11% over the same period.

View Original Announcement

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Here are two very different ASX dividend shares that tick both the potential growth and income boxes. Let's go and check them out.

Sonic Healthcare plays defence for a living

Sonic Healthcare isn't the flashy growth stock grabbing headlines. This ASX dividend share is the quiet achiever that just keeps compounding.

This healthcare company plays defence for a living. People don't stop getting blood tests or scans when the economy wobbles. Demand is steady, recurring, and largely immune to economic mood swings.

Sonic's pathology and imaging empire stretches across Australia, Europe, the US, and the UK. A global footprint few ASX healthcare shares can rival. That diversification gives it multiple earnings engines and a natural hedge when one region slows.

The real magic? Resilience. Ageing populations and the relentless shift toward preventative healthcare keep test volumes humming. Management has layered on disciplined acquisitions over the years, adding scale without blowing up margins.

Where Sonic Healthcare really earns its stripes is in dividends. It pays shareholders twice a year and has a long history of maintaining — and gradually lifting — payouts. Bell Potter forecasts partially franked dividends of 109 cents per share in FY26 and 111 cents in FY27.

At a share price of $21.78 at the time of writing, that's yields of roughly 4.8% and 4.9%. That's not bad for a defensive healthcare stock, especially when those dividends are backed by recurring cash flow rather than one-off sugar hits.

Analysts also see growth potential for the ASX dividend share. The consensus target is $25.65, suggesting about 17% upside. Add in a forecast 4.9% dividend yield, and total potential returns could exceed 20%.

Super Retail Group: resilient in a tough market

Super Retail Group has proven it can drive sales in a tough retail environment, but investors are still debating whether earnings can keep up.

The owner of Supercheap Auto, Rebel, BCF and Macpac recently posted solid revenue growth, supported by resilient demand across auto and leisure categories and continued online traction. The $3.3 billion ASX dividend share has also been disciplined on inventory, helping protect margins in a cautious consumer backdrop.

Even so, profit growth has been patchy. Cost pressures, discounting, and softer discretionary spending have weighed on earnings momentum at times. That's reflected in the price of the ASX dividend share, which has been volatile over the past year and has lagged the broader S&P/ASX 200 Index (ASX: XJO) during periods of consumer uncertainty.

Like Sonic Healthcare, Super Retail stands out for dividends. The retailer pays shareholders twice a year and has built a reputation for consistent, largely fully franked payouts. In stronger years, it has also delivered special dividends. The current yield is attractive at 4.5% compared to the market. It's supported by solid cash generation and a generally disciplined payout ratio.

Most analysts rate the ASX dividend share a buy. They have set the average 12-month price target at $16.32, implying a 13% upside, which could bring total earnings for the year to 17.5%.

The post 2 beaten-down ASX dividend shares to buy right now appeared first on The Motley Fool Australia.

Here's why they could be top options for income investors in February:

Harvey Norman Holdings Ltd (ASX: HVN)

The first ASX dividend share worth considering is retail giant Harvey Norman.

Unlike many discretionary retailers, Harvey Norman has entered FY 2026 with solid momentum. In its most recent trading update, the company reported continued strong aggregated sales growth of 9.1% across its global store network.

This strength reflects Harvey Norman's diversified footprint across Australia and international markets, as well as its exposure to categories such as furniture, bedding, and technology that can benefit from housing activity and replacement cycles. This bodes well for dividends in FY 2026.

Rural Funds Group (ASX: RFF)

Rural Funds Group offers a different source of income.

This ASX dividend share owns agricultural assets such as farms and vineyards that are leased to operators under long-term agreements. This creates relatively predictable rental income, often with built-in escalation clauses.

For income investors, Rural Funds provides exposure to real assets that are less tied to day-to-day consumer sentiment. While agriculture has its own risks, long lease terms help support steady distributions over time.

Super Retail Group Ltd (ASX: SUL)

Another ASX dividend share that could be a buy for income investors is Super Retail.

The owner of brands such as Supercheap Auto and Rebel has seen earnings pressure as consumer spending has softened. However, these brands remain well established, and parts of the business benefit from non-discretionary demand, particularly in automotive.

If trading conditions normalise, Super Retail Group has the operating leverage to lift profits and dividends from current levels. This could make it a good option for patient income investors.

Universal Store Holdings Ltd (ASX: UNI)

A final ASX dividend share to consider buying this month is Universal Store.

It is the youth fashion retailer behind the Universal Store, Perfect Stranger, and Thrills brands.

Despite operating in a challenging retail environment, Universal Store has continued to generate strong sales, profits, and cash flows. Its multi-brand strategy, growing private-label offering, and store network expansion give it significant growth potential over the next decade.

Its dividends may not grow smoothly every year, but the company has shown a willingness to return capital to shareholders when conditions allow. For investors comfortable with retail exposure, Universal Store offers a combination of income and growth potential.

The post Why these ASX dividend shares could be top picks for income investors in February appeared first on The Motley Fool Australia.

That said, it doesn't mean there aren't companies that stand out from the pack and are worth looking at from an investment perspective.

RBC Capital Markets has looked at the sector broadly and come up with some key picks for your portfolio.

For a start, they say broadly that things certainly are competitive:

While we expect the sector to report in-line revenue, we anticipate elevated discounting and competition may present downside risk to gross margin outcomes as evidenced by Super Retail Group's and Endeavour Group's recent announcements. Woolworths and JB Hi-Fi stand out as other names facing potential downside risk to gross margins.

So who does the RBC team think will surprise on the upside this reporting season?

Collins Foods Ltd (ASX: CKF)

RBC has had a look at Collins Foods and says its FY26 net profit guidance "looks conservative to us''.

The company is guiding for growth in the mid to high teens; however, RBC has done the sums and believes it's likely to come in at the top of that range.

They also point out that chicken "may be structurally oversupplied in Australia'', which could be good news on the cost front for the KFC operator.  

RBC has a price target of $12.80 on Collins Foods shares compared with $10.75 currently.

Coles Group Limited (ASX: COL)

When it comes to Coles Group, RBC says market share trends will be the focus, with Woolworths Ltd (ASX: WOW) discounting to gain market share.

We believe a narrowing of share tends in the second quarter is likely, though we forecast Coles has done a better job of protecting margins.

RBC said, "outsized cash flow growth will provide scope for Coles to invest in further entrenching structural cost advantages."

RBC has a price target of $24 on Coles, compared with its current price of $20.76.

Super Retail Group (ASX: SUL)

Over at Super Retail, RBC says much of the negative news has been released before the reporting season.

They say the company has scope to grow across multiple brands.

Supercheap Auto has an opportunity to improve execution (store format, range) to take share from Autobarn. Rebel top-line trends remain solid, and stronger execution should enable Rebel to more effectively deliver margin outcomes going forward.

RBC says with sales growth figures already pre-released, the focus for reporting season will be on cash flow, the balance sheet, and the first eight weeks of trade in the second half.

RBC has a price target of $16.10 on Super Retail shares, compared with its current price of $14.50.

The post Which ASX retail stocks look like good buying ahead of the looming reporting season? appeared first on The Motley Fool Australia.

So with that in mind, let's talk about five ASX shares that I think any investor should buy in 2026 if they intend to hold them for at least a decade.

Five ASX stocks to buy and hold until 2036 and beyond

First up is Telstra Group Ltd (ASX: TLS). Telstra is the leading telecommunications provider in Australia. Its superior network coverage and powerful brand give this stock an impressive moat, which has historically enabled Telstra to steadily grow its earnings and dividends. As a reliable income stock and a steady blue-chip share, I don't think you can go wrong with Telstra as a long-term investment.

It's a similar story with Coles Group Ltd (ASX: COL). Coles has done an exceptional job since beginning ASX life in its own terms in 2018. It has gained market share from rival Woolworths Group Ltd (ASX: WOW) in recent years. Additionally, its nature as a provider of food and household essentials makes it a defensive stock resistant to economic problems like inflation and recessions.

Again, this helps protect the company's earnings and ability to pay a consistent and reliable dividend. Unless we find a way to live happily without eating and running our houses, Coles should be bigger and better in 2036.

Wesfarmers Ltd (ASX: WES) is another ASX stock perfect for a long-term investor, in my view. Wesfarmers is the company behind some of Australia's most popular retailers. These include Kmart, OfficeWorks, Target, and Bunnings. This stock also owns a collection of other diversified businesses, which range from lithium extraction to pharmacies.

Wesfarmers has proven over many decades that it knows how to manage different businesses successfully and to grow investors' capital. It has a strong history of dividend payments and share buybacks. I would be happy to own Wesfarmers shares for many decades to come.

Our final two shares

Washington H. Soul Pattinson and Co Ltd (ASX: SOL) is our fourth long-term investment. Soul Patts is an investment house that manages an underlying portfolio on behalf of its shareholders. This portfolio contains stakes in other ASX shares, as well as private credit investments and other unlisted assets.

Like Wesfarmers, Soul Patts has decades of history that it can point to with pride. It has delivered market-beating returns for the past 25 years, and boasts the best dividend streak on the ASX. Its investors have enjoyed an annual dividend pay rise every single year since 1998.

Our final stock today is another retailer in Super Retail Group Ltd (ASX: SUL). Like Wesfarmers, many Australians might not have heard of Super Retail Group. But they have probably heard of its brands, which include Super Cheap Auto, Rebel, Macpac, and BCF. Super Retail Group is one of the most resilient retailers in the country, surviving and thriving during both the 2008 global financial crisis and the pandemic. Given the enduring popularity of its stores, I think buying and holding this company for at least the next ten years would be a prudent investment.

The post 5 ASX stocks to hold for the next decade appeared first on The Motley Fool Australia.

Across the ASX, a group of well-known income stocks are trading well below their highs, not because their business models are broken, but because short-term conditions have turned against them. 

In many cases, their dividends are under pressure today. But that is exactly why I think the long-term opportunity looks so compelling.

When income stocks fall out of favour, investors often focus on what dividends look like right now. I prefer to think about what they could look like two or three years from now if conditions normalise.

Here are several ASX income stocks where I think patience could be rewarded with both dividend growth and capital upside.

Accent Group Ltd (ASX: AX1) and Super Retail Group Ltd (ASX: SUL)

Accent Group and Super Retail Group have both been hit hard by the same forces.

Soft consumer spending and aggressive discounting have weighed on earnings and margins. Unsurprisingly, that has flowed through to share prices and dividend expectations. Both stocks are trading well below their prior highs.

In my view, these pressures look cyclical rather than structural. Neither business has lost relevance. They have strong brand portfolios, national store networks, and proven operating models.

If consumer conditions improve over the next couple of years, I think there is scope for a meaningful recovery in profitability. That would likely support higher dividends in FY27 and FY28, alongside a rebound in share prices. Buying during periods of pessimism has historically been how the best income returns are generated.

Domino's Pizza Enterprises Ltd (ASX: DMP)

Domino's Pizza Enterprises is a different case, but the setup feels similar.

This ASX income stock has struggled with execution across several international markets, and that has weighed heavily on investor confidence. Store closures, cost pressures, and weaker sales growth have all played a role in pushing the share price lower.

Management believes its turnaround plan will reset the business. This includes cutting costs, simplifying operations, and exiting underperforming locations.

I don't think a recovery is guaranteed. But if the plan works even moderately well, Domino's could emerge leaner, more focused, and more profitable. From an income perspective, that creates optionality. Dividends today are not the attraction. The attraction is what they could look like if their earnings recover.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates has been weighed down by soft demand for premium wine, particularly as cost-of-living pressures have altered consumer behaviour.

I think this is another example of a high-quality business caught in an unfavourable cycle. Demand for premium wine has not disappeared, but consumers have become more cautious with their spending.

If spending patterns normalise, this ASX income stock could see improving volumes and margins. That would support both earnings recovery and improved dividend capacity over time. Buying when sentiment is weak is uncomfortable, but it is often when long-term value is created.

Macquarie Group Ltd (ASX: MQG) and NIB Holdings Limited (ASX: NHF)

Not all income opportunities require a full turnaround.

Macquarie Group is down around 15% from its 52-week high. NIB Holdings is down roughly 19%. In both cases, these are established businesses with long operating histories and proven earnings power.

While near-term growth may be more muted, I think both companies remain capable of delivering attractive income and capital returns over a full cycle.

Why this could be a rare opportunity

Income investing works best when you buy before dividends recover, not after.

Just look at Qantas Airways Ltd (ASX: QAN). You could have bought its shares for $4.77 in October 2023. According to CommSec, the airline is forecast to pay a dividend of 42.9 cents per share in FY26. This means that investors who bought shares two and a bit years ago could receive a yield on cost of 9% in 2026.

Today's environment has created a gap between what dividends look like now and what they could look like if conditions improve. For patient investors willing to look beyond the next twelve months, that gap could represent a rare opportunity.

It won't work for every stock. Some turnarounds fail. But when income stocks recover, they often reward investors twice. Once through higher dividends, and again through rising share prices. That combination is how long-term wealth is built.

The post ASX income stocks: A once-in-a-decade chance to get rich appeared first on The Motley Fool Australia.

Four ASX shares that have failed to follow the market higher on Tuesday are listed below. Here's why they are falling:

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price is down 2.5% to $3.71. Investors have been selling the alcohol giant's shares following the release of a trading update. Although the Dan Murphy's and BWS owner reported sales growth during the first half, margin pressures weighed on its profitability. Endeavour is expecting to report group EBIT (before significant items) of between $555 million and $566 million for the first half. This will be down 4.9% to 6.7% from $595 million a year earlier. Endeavour's CEO, Jayne Hrdlicka, said: "In a competitive market landscape, we have focused on reinforcing customer confidence in the value we offer across all channels, particularly in Dan Murphy's unbeatable price and customer experience."

GQG Partners Inc (ASX: GQG)

The GQG Partners share price is down 7% to $1.67. This has been driven by the release of the fund manager's latest funds under management (FUM) update. GQG Partners reported FUM of US$163.9 billion at the end of December, following a US$2.1 billion net outflow during the month. The company said: "We maintained our defensive positioning through year-end, consistent with our goal to protect client assets from what we perceive as extended valuations, deteriorating fundamentals, and macroeconomic uncertainty. As a result, we experienced relative underperformance across all our strategies for the year versus our benchmarks."

Kingsgate Consolidated Ltd (ASX: KCN)

The Kingsgate Consolidated share price is down 2% to $5.85. Investors have been selling this gold miner's shares following the release of its quarterly update. Kingsgate Consolidated recorded production of 20,957 ounces of gold and 157,542 ounces of silver in the December 2025 quarter. This brought its total production to 44,879 ounces of gold and 363,382 ounces of silver for the half. This positions the company to achieve the midpoint of its FY 2026 guidance. The market may have been expecting more.

Super Retail Group Ltd (ASX: SUL)

The Super Retail share price is down a further 1% to $14.74. Investors have been selling this retail conglomerate's shares this week following the release of a trading update. The Supercheap Auto, BCF, Rebel, and Macpac owner expects a 4.2% increase in total sales to a record of $2.2 billion for the first half. However, due to margin pressures from discounting, its normalised profit before tax is expected to be $172 million to $175 million. This is down from $186 million in the prior corresponding period.

The post Why Endeavour, GQG Partners, Kingsgate, and Super Retail shares are dropping today appeared first on The Motley Fool Australia.

However it hasn't been smooth sailing for the entire index. 

These three companies all endured a tough day yesterday, with their share prices falling between 4-7%.

Let's see what's behind the decline. 

Mesoblast Ltd (ASX: MSB)

Mesoblast shares fell approximately 7% yesterday. 

There was no price sensitive news out of the company. 

It appears investors may have been profit taking after finishing last week on a high. 

These ASX 200 shares rose almost 10% on Friday following the release of a sales update.

This pushed Mesoblast shares close to a 52-week high. 

The allogeneic cellular medicines developer reported a gross revenue of US$35.1 million on Ryoncil (remestemcel-L-rknd) sales for the quarter ended 31 December 2025. 

This was a 60% increase on the prior quarter ended 30 September.

Mesoblast shares have enjoyed a resurgence and are now 80% higher than mid-2025. 

Experts seem to believe there's no reason to think it will slow down. 

6 analysts have a strong buy recommendation along with an average price target of $4.19 according to TradingView data. 

This indicates a further upside of 47%. 

DroneShield Ltd (ASX: DRO)

DroneShield shares fell approximately 4% yesterday. 

There was no price sensitive news from the company. 

This ASX 200 stock has continued its strong performance to start the year, up 25% in 2026. 

It is now up more than 420% in the last 12 months as it continues to benefit from a massive increase in global defence spending amid greater geopolitical turmoil.

It seems brokers still see more upside for this ASX 200 stock as investors may be advised to take advantage of yesterday's 4% dip. 

Bell Potter has a buy rating along with a 12-month price target of $4.50.

This indicates a further 16.8% upside. 

Super Retail Group Ltd (ASX: SUL)

Super Retail Group shares fell around 5% yesterday. 

This came on the back of a trading update which included adjusted profit guidance. 

The company has projected profit before tax of $172 million to $175 million, subject to its audit review.

This is down from $186 million in the prior corresponding period and $206 million a year before that.

Despite this, TradingView has a one year price target of $17.94 on this ASX 200 stock. 

This indicates 20% upside after yesterday's sell off. 

The post Are these ASX 200 shares a buy after yesterday's sell off? appeared first on The Motley Fool Australia.

Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:

4DMedical Ltd (ASX: 4DX)

The 4DMedical share price is down 6% to $4.34. This is despite there being no meaningful news out of the medical technology company. However, with its shares up over 700% since this time last year, there could be some profit taking going on from some investors today. In other news, 834,103 new shares were issued today by the company as part of the option underwriting agreement it entered into with Bell Potter. They had an issue price of $1.365 per new share, which is significantly lower than the current share price.

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down 3% to $3.89. This could also have been driven by profit taking from some investors. The counter drone technology company's shares remain up over 25% since the start of the year despite this pullback. On a 12-month basis, DroneShield shares are up over 400%.

Super Retail Group Ltd (ASX: SUL)

The Super Retail share price is down 5.5% to $14.83. Investors have been selling this retail conglomerate's shares after it released a trading update. The Supercheap Auto, BCF, Rebel, and Macpac owners revealed that it expects to report a 4.2% increase in total sales to a record of $2.2 billion for the first half. However, due to margin pressures from discounting, Super Retail's normalised profit before tax is expected to be $172 million to $175 million. This is a reduction from $186 million in the prior corresponding period and $206 million a year before that.

Tamboran Resources (ASX: TBN)

The Tamboran Resources share price is down 5% to 19.5 cents. This is despite the independent natural gas exploration and production company announcing the appointment of its new CEO this morning. Tamboran revealed that Todd Abbott has been appointed to the top job, effective 15 January. He has over 25 years' upstream oil and gas experience spanning unconventional shale operations, business planning, corporate finance, and strategy. The company's chair, Richard Stoneburner, said: "Todd brings over two decades of upstream experience with a strong record of operational leadership, capital discipline, safety and stewardship. His background at Seneca, Marathon and Pioneer demonstrates an ability to improve productivity while lowering costs, which aligns with our focus on safe and efficient execution and delivering value for shareholders from our Beetaloo Basin development."

The post Why 4DMedical, DroneShield, Super Retail, and Tamboran shares are falling today appeared first on The Motley Fool Australia.

In morning trade, the ASX 200 stock is down 11% to $14.03.

Why is this ASX 200 stock crashing?

Investors have been selling the retail conglomerate's shares this morning following the release of a trading update.

According to the release, like for like sales were up 2.5% on the prior corresponding period during the first half of FY 2026. This led to Super Retail's total sales increasing 4.2% year on year to a record of $2.2 billion.

Management advised that this comprises Supercheap Auto revenue of $813 million, Rebel revenue of $741 million, BCF revenue of $520 million, and Macpac revenue of $122 million.

How are its businesses performing?

Commenting on the ASX 200 stock's performance, group managing director and CEO, Paul Bradshaw, said:

Supercheap Auto delivered a solid first half result, with revenue growth accelerating in the second quarter and gross margin broadly in line with the prior comparison period.

The Rebel business also performed positively despite cycling strong sales in the prior corresponding period. Though, its sales growth came at the expense of margins. Bradshaw adds:

Rebel delivered credible like-for-like sales growth in the half, cycling a strong Christmas trading period from the prior year. Realised gross margins were lower due to higher levels of promotional activity. Store network activity was high in the period, with associated costs further weighing on profit before tax. A total of 7 store openings, 6 closures and 3 refurbishments/relocations were actioned in the period.

Things weren't so positive for the BCF business, which underperformed expectations. Its managing director explained:

BCF did not match the strong level of sales from the prior year. Fishing and Marine categories were heavily impacted in the period by macro weather/environmental factors in Victoria and South Australia. BCF gross margins were broadly in line with the prior year.

Finally, the Macpac delivered strong sales growth but felt the impact of clearance activity on its margins. Bradshaw said:

Macpac continued to realise strong like-for-like sales momentum. Gross margins were impacted by clearance activity earlier in the half.

Profit guidance

In light of the above, the ASX 200 stock is guiding to a normalised profit before tax of $172 million to $175 million for the first half, subject to its audit review.

This is down from $186 million in the prior corresponding period and $206 million a year before that.

Paul Bradshaw concludes:

For the purpose of this trading update, normalised profit before tax does not include items considered unusual by their nature or size and or not being in the ordinary course of business. The Group had no drawn bank debt, and maintained a positive cash balance at the end of the first half.

I would like to thank all of our team members whose commitment and tireless efforts continue to deliver great experiences for our customers and a solid outcome for our shareholders. I look forward to providing further details on our first half performance at our interim results presentation on 26 February 2026.

The post Guess which ASX 200 stock is crashing 11% on trading update appeared first on The Motley Fool Australia.

What did Super Retail Group report?

• Group revenue for H1 FY26 is anticipated at $2.2 billion, up from the prior year.
• Normalised profit before tax (PBT) forecast between $172 million and $175 million.
• Supercheap Auto posted $813 million in revenue and PBT of $101–$102 million.
• rebel reported $741 million in revenue and $53 million PBT.
• BCF contributed $520 million in revenue and $39 million PBT; Macpac added $122 million in sales and $7 million PBT.
• Group like-for-like sales up 2.5%, with strong growth in Macpac (7.8%) and Supercheap Auto (3.5%).

What else do investors need to know?

The Group reported robust sales performance despite higher promotional activity, which weighed on gross margins, particularly at rebel. Store network activity was high, with 7 new store openings, 6 closures, and 3 refurbishments or relocations completed during the half.

Group and unallocated costs included duplication expenses for a new distribution centre in Victoria and the launch of a new HR and payroll platform, both on track for completion in the second half of the financial year. At the end of the half, Super Retail Group maintained a positive cash balance and no drawn bank debt.

What did Super Retail Group management say?

Group Managing Director and CEO Paul Bradshaw said:

I am pleased to report that Super Retail Group has delivered another record first half sales result. The Group traded well, albeit with an elevated level of promotional intensity impacting realised gross margins, most notably in rebel.

What's next for Super Retail Group?

The Group expects to finalise its first half results and provide a more comprehensive update during its interim results presentation on 26 February 2026. Key projects—including a new distribution centre and upgraded payroll system—remain on track to go live in the second half, supporting ongoing operational improvements.

Management continues to focus on balancing growth in sales with disciplined cost and margin management as the business navigates a dynamic retail environment.

Super Retail Group share price snapshot

Over the past 12 months, Super Retail Group shares have risen 3%, trailing the S&P/ASX 200 Index (ASX: XJO) which has increased 6% over the same period.

View Original Announcement

The post Super Retail Group reports record H1 FY26 trading result appeared first on The Motley Fool Australia.

The key is to stop thinking in terms of quick wins and instead focus on building a portfolio of reliable, cash-generating businesses over time.

On the ASX, dividend-paying shares and income-focused funds make this goal particularly realistic for patient investors.

Here is how I would think about building a $12,000-a-year passive income stream, step by step.

Where to start

A $1,000-a-month income stream equates to $12,000 a year in dividends.

If a portfolio delivers an average dividend yield of around 5%, that means a portfolio value of roughly $240,000. At a 6% yield, the required capital falls closer to $200,000.

These figures are not small, but they are achievable over time through a combination of regular investing, dividend reinvestment, and patience.

The focus should be on sustainable dividends, not the highest yield available today.

Build your portfolio

In the early years, investors may want to focus on ASX shares that have the potential to grow over the long term.

This might mean shares such as ResMed Inc. (ASX: RMD), Goodman Group (ASX: GMG), or Woolworths Group Ltd (ASX: WOW).

What we are looking for is a 10% per annum average return, which is in line with historical averages.

If we can achieve that, then it would take just 10 years of investing $1,000 a month to build a $200,000 investment portfolio. One further year of compounding would take us to approximately $240,000.

Focus on passive income

Now we have the portfolio to the size we want, we can focus on building the foundations of a passive income portfolio.

This is where we should be looking for ASX shares with predictable cash flows and a track record of paying dividends through different economic conditions.

One example is Telstra Group Ltd (ASX: TLS). Telstra operates in a defensive industry and generates steady cash flow from its mobile and network businesses. While it is not a high-growth stock, its dividends can play an important role in providing income stability.

Another is APA Group (ASX: APA). APA owns and operates critical gas infrastructure across Australia, with long-term contracts that support consistent distributions. Assets like these are often well suited to income-focused portfolios.

These types of businesses are not exciting, but reliability matters far more than excitement when building passive income.

In addition, retail businesses like Harvey Norman Holdings Ltd (ASX: HVN) and Super Retail Group Ltd (ASX: SUL) can sometimes offer attractive dividend yields when trading at sensible valuations. These companies are more cyclical, but when managed carefully, they can meaningfully boost income.

The key is diversification. No single stock should be responsible for too much of the monthly income target.

Foolish takeaway

Passive income from ASX shares is not reserved for professionals or retirees.

With a clear income target, the right mix of ASX dividend shares, and a long-term mindset, building a $1,000-a-month income stream is a realistic goal for everyday investors.

The post How I'd build a $1,000-a-month passive income from ASX shares appeared first on The Motley Fool Australia.